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Tag Archives: crude oil

With WTI Back To The May 2025 Lows, The Reaction Of Some In OFS Might Surprise You

October 14, 2025 Infill Thoughts

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Quick Macro Thoughts… Tight Oil’s Structural Change And Frac Sand Addiction

December 6, 2023 Thinking Ahead

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U.S. Oil Prices Just Did Something They’ve Only Done 3 Times Since The 1980s [Charts Of The Day]

March 8, 2022 Quick Thoughts

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Flat As A Pancake… [Chart Of The Day]

June 23, 2020 Quick Thoughts

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There Is A Bright Spot In The Gloomy Lower 48 Oilpatch [Chart Of The Day + Macro Thesis Highlights]

April 27, 2020 Infill Thoughts

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On The Oilfield’s Second Black Monday This Spring… One Word Comes To Mind: TEMPORARY

April 20, 2020 Infill Thoughts

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A Deep Dive (& Some Fun) With The Historic Hearing On Texas Oil Cuts [Summary Of 9-Hour Testimony]

April 16, 2020 Out Think

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5 Things To Think About For The 2019 US Oilfield Service Outlook [Macro Musings]

January 8, 2019 Thinking Ahead

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Making A Mountain Out Of A Molehill? Permian Producers Downplay Pipeline Impact On Their Completion Programs

May 10, 2018 Infill Thoughts

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Will The Change In The NYMEX WTI Spec Shut In Canadian Crude? [New Post In Our Thinking Aloud Forum]

December 20, 2017 Free Thinking

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INFILL THINKING SINCE 2016

Distilling the complex oilfield business into updates that really matter. No noise. No clutter.

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TIMELINE

  • October 30, 2026

    Chevron Captures $100 Million YTD With New AI Tools

  • October 30, 2026

    Frac Prices Are Recovering, But 2 Culprits We’ve Been Calling Out Hit Results

  • October 30, 2026

    For The First Time In A While, Pressure Pumpers Are Plugging Spot Exposure As A Good Thing

  • October 27, 2026

    People On The Move In The Frac Sand Space

  • October 27, 2026

    Northeast Gas Basin Trends From Our Conversations In Pittsburgh Last Week

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